Marietta Wealth Management, LLC Q4 2020 Filing

Filed February 9, 2021

Portfolio Value

$363.6M

Holdings

106

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (106 positions)

#StockSharesValue% PortfolioType
1
AAPLApple
112,148$14.9M4.09%
2
QQQInvesco BulletShares 2023 Corporate Bond ETF
474,260$10.4M2.86%
3
BSCOInvesco BulletShares 2024 Corporate Bond ETF
454,349$10.2M2.80%
4
BSCMUSDInvesco BulletShares 2022 Corporate Bond ETF
465,723$10.1M2.79%
5
BSCPInvesco BulletShares 2025 Corporate Bond ETF
428,524$9.7M2.67%
6
MSFTMicrosoft
41,644$9.3M2.55%
7
BSCLInvesco BulletShares 2021 Corporate Bond ETF
429,510$9.1M2.51%
8
IJHiShares Core S&P Mid-Cap ETF
35,364$8.1M2.24%
9
IJRiShares Core S&P Small-Cap ETF
83,622$7.7M2.11%
10
DISWalt Disney
40,617$7.4M2.02%
11
AMZNAmazon
2,195$7.1M1.97%
12
IEMGiShares Core MSCI Emerging Markets ETF
111,905$6.9M1.91%
13
GOOGLAlphabet
3,706$6.5M1.79%
14
NKENike
45,202$6.4M1.76%
15
SBUXStarbucks
59,494$6.4M1.75%
16
WMTWal-Mart
42,307$6.1M1.68%
17
VVisa
27,676$6.1M1.66%
18
HDHome Depot
22,021$5.8M1.61%
19
ICEIntercontinental Exchange
50,505$5.8M1.60%
20
VBVanguard Small-Cap ETF
27,798$5.4M1.49%
21
VOVanguard Mid-Cap ETF
26,007$5.4M1.48%
22
JPMJPMorgan Chase
41,512$5.3M1.45%
23
TMOThermo Fisher Scientific
11,321$5.3M1.45%
24
COSTCostco
13,080$4.9M1.36%
25
GSGoldman Sachs
18,052$4.8M1.31%
26
VFCVF Corp
54,643$4.7M1.28%
27
METAFacebook
16,667$4.6M1.25%
28
AMGNAmgen
19,363$4.5M1.22%
29
PEPPepsiCo
29,993$4.4M1.22%
30
LINLinde
16,732$4.4M1.21%
31
ACNAccenture
16,264$4.2M1.17%
32
BLKCHFBlackRock
5,808$4.2M1.15%
33
ADBEAdobe
8,067$4.0M1.11%
34
CRMSalesforce.com
17,973$4.0M1.10%
35
JNJJohnson & Johnson
25,286$4.0M1.09%
36
NVDANVIDIA
7,551$3.9M1.08%
37
UNHUnitedHealth Group
10,999$3.9M1.06%
38
LULULululemon Athletica
10,948$3.8M1.05%
39
TTTrane Technologies
25,427$3.7M1.02%
40
HONHoneywell International
17,166$3.7M1.00%
41
AVGOBroadcom
8,295$3.6M1.00%
42
CMCSAComcast
67,045$3.5M0.97%
43
MDTMedtronic
29,811$3.5M0.96%
44
EPSWisdomTree U.S. Earnings 500 ETF
86,635$3.5M0.96%
45
ILCGiShares Morningstar Large-Cap Growth ETF
11,976$3.5M0.95%
46
AQLTiShares Core MSCI EAFE ETF
49,971$3.5M0.95%
47
DLSWisdomTree International SmallCap Dividend ETF
50,311$3.4M0.94%
48
BMYBristol-Myers Squibb
55,027$3.4M0.94%
49
NEENextEra Energy
42,752$3.3M0.91%
50
BRK/BBerkshire Hathaway Class B
14,181$3.3M0.90%
51
MARMarriott International
24,558$3.2M0.89%
52
RTXRaytheon Technologies
45,263$3.2M0.89%
53
VVVanguard Large-Cap ETF
17,705$3.1M0.86%
54
CSCOCisco Systems
68,553$3.1M0.84%
55
NSRGYNestle
25,912$3.1M0.84%
56
SPYSPDR S&P 500 ETF
8,036$3.0M0.83%
57
USMViShares Edge MSCI Min Vol USA ETF
44,137$3.0M0.82%
58
IVViShares Core S&P 500 ETF
7,655$2.9M0.79%
59
BABoeing
12,604$2.7M0.74%
60
PAYXPaychex
26,804$2.5M0.69%
61
BKNGBooking Holdings
1,088$2.4M0.67%
62
LMTLockheed Martin
6,822$2.4M0.67%
63
WMWaste Management
20,529$2.4M0.67%
64
MRKMerck
29,493$2.4M0.66%
65
LabCorp
11,833$2.4M0.66%
66
IXUSiShares Core MSCI Total International Stock ETF
35,526$2.4M0.66%
67
PFEPfizer
60,568$2.2M0.61%
68
GPNGlobal Payments
10,028$2.2M0.59%
69
SLYGSPDR S&P 600 Small Cap Growth ETF
27,865$2.1M0.59%
70
ORealty Income Corp
30,827$1.9M0.53%
71
SPYGSPDR S&P 500 Growth ETF
33,631$1.9M0.51%
72
MCDMcDonald's
8,282$1.8M0.49%
73
PRUPrudential Financial
20,156$1.6M0.43%
74
SLYVSPDR S&P 600 Small Cap Value ETF
23,147$1.5M0.42%
75
TSNTyson Foods Inc
23,699$1.5M0.42%
76
IMCViShares Morningstar Mid-Cap Value ETF
9,438$1.5M0.41%
77
ATVIEURActivision Blizzard
14,566$1.4M0.37%
78
DEDeere & Co
4,892$1.3M0.36%
79
ZTSZoetis Inc
7,944$1.3M0.36%
80
ROPRoper Technologies Inc
2,975$1.3M0.35%
81
VOTVanguard Mid-Cap Growth ETF
5,392$1.1M0.31%
82
GOOGAlphabet
628$1.1M0.30%
83
BRK-BBerkshire Hathaway Class A
3$1.0M0.29%
84
IWBiShares Russell 1000
4,027$853K0.23%
85
IJKiShares S&P Mid-Cap 400 Growth ETF
11,220$810K0.22%
86
EFAiShares MSCI EAFE ETF
9,938$725K0.20%
87
BRK-BBerkshire Hathaway Class A 1/100
200$696K0.19%
88
BDXBecton Dickinson
2,463$616K0.17%
89
VIGVanguard Dividend Appreciation ETF
4,360$615K0.17%
90
DUKDuke Energy
6,529$598K0.16%
91
BACVerizon Communications
10,142$596K0.16%
92
RSPInvesco S&P 500 Equal Weight ETF
4,618$589K0.16%
93
TFCTruist Financial
11,094$532K0.15%
94
INTCIntel
10,179$507K0.14%
95
CHDChurch & Dwight
5,243$457K0.13%
96
SOSouthern Company
7,256$446K0.12%
97
FDXFedEx
1,617$420K0.12%
98
KMXCarMax Inc
4,100$387K0.11%
99
ITWIllinois Tool Works
1,791$365K0.10%
100
MDYGSPDR S&P 400 Mid Cap Growth ETF
5,110$354K0.10%
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